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Onboarding is a Process not an Event

Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

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Page 1: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

Onboarding is a Process not an Event

Page 2: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

4% of new hires leave a job after a disastrous first

day

80% of new hires decide to stay or go within their

first SIX months of employment

Turnover can cost a company 3X the former

employee’s salary*Bersin by Deloitte & Harvard

Page 3: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

High Level

Overview Today

Why Onboarding Matters

Successful Onboarding Practices

CTCT’s Onboarding Strategy

Tools for Success

Page 4: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

The Case for Onboarding at CTCT

• Faster time to Productivity • Increase Engagement & Job Satisfaction• Increase Cross Functional Collaboration• Culture Acclimation

Page 5: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

Hiring Manag

er HROps

IT

Facilities

New Hire Train

HRBP’s

Dept.Leade

rs

TMT

Exec. Team

New Hire

Team Sport

Page 6: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

New Hire

Lifecycle

Pre-BoardAccept –

day 1

Core New Hire

Week 1

Dept. Onboard

ingFirst 60

days

Leadership

LiftOffFirst 90

days

New Manage

r Coachin

g

Week 1 survey

45 day check in

90 day check in

Page 7: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

Pre-Board

Tips for Succes

s

PRE BOARD ENGAGE!

Welcome Gift

“About Us” Email

Department Buddy

Page 8: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

Core New Hire

Training

“ I have worked for several companies before CTCT, and this, was by far the best and most comprehensive New Hire orientation.”

Page 9: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

Department

Onboarding

30 – 60 days Focus on dept. impact on

business Identify teams interdependence Understand department culture Each team participates

Page 10: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

10

Gail Goodman Harp

Grewal Chris Litster

Ken

SurdanEllen Brezniak

Sue LaChance

Leadership LiftOff

Connect with and learn from our leaders

Drill down into CTCT vision & strategy

Identify employee growth opportunitiesFirst 90 days

Page 11: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

Set them up for…

Page 12: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

Success Factors 90 days

New Hire is actively contributing within 90 days

A solid understanding of the:• Business• Customer• Product

New Hire sees connection to how role impacts team, dept. and business

Hiring Manager is engaged

Page 13: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact
Page 14: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

Be Carefu

l!

Page 15: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

If you do nothing else, do these four things….

1. One special outreach during pre-boarding process

2. Make sure their area is welcoming

3. Let them know why they matter

4. Develop a simple 90 day plan

Page 16: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

And DON’T…

• Abandon a new employee in a conference room to fill out paperwork

• Schedule their first day when the hiring manager is not in

• Fail to provide basic tools and a clean space

• Assume that no news is good news

Page 17: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

I can’t afford the time to Onboard my New Hire!

•You can’t afford not to!!

Page 18: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

LaunchPad

You Never Get a Second

Chance to Make a

First Impression

Page 19: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

Tools for Success

Page 20: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

Checklist: First 30 days ENGAGE

Send welcome announcement to team/ key contacts and cc New Hire.

Meet New Hire @9am their first day and take them to lunch Wednesday.

Book weekly one-on-ones and monthly check-ins for first 90 days.

SET UP FOR SUCCESS

Discuss your management style and expectations. Explain performance management @CTCT including:

Monthly check-ins 90 day check-in EDPs Talent Reviews

Review 90 days “Success Plan” including: (see template in appendix)

Key people to meet Measureable easy to achieve 90 day goals Regular meetings they should attend

Confirm Department Onboarding with HRBP.

TACTICAL: Map the lay of the land… Confirm New Hire has completed compliance training*

*New hires must complete compliance e-learning within 14 days of employment or risk not being able to come to work

Transportation and parking Bathrooms Frequently used conference rooms DL lists Supplies Review useful tools i.e. SSO, online map, org chart, UltiPro, etc.

Helpful TipsWhat matters to a New Hire

the first week…

The onboarding experience is smooth, educational, inspirational and fun.

They know what to expect in their first 30 days.

Their office space is clean and the team is welcoming.

Page 21: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

Launch Your New Hire’s SuccessSimple 90 day Success Plan

1. Our 90 day check in date will be:

2. Our one-on-ones will be (date/ time):

3. Your HRBP is:

4. Your department buddy is:

5. How your job impacts the team/ dept./company:

6. Who do you need to depend on regularly and for what:

7. What regular meetings do you:a) Need to attend

b) Should attend

c) Are Nice to attend

8. Your first 90 day goals are:Make them measurable and easy to attain so New Hire is clear about expectations and will have a sense of accomplishment

1. Goal/ success metric

2. Goal/ success metric

3. Goal/ success metric

Page 22: Onboarding is a Process Not an Event - Heather Carey, Senior Manager Employee Success, Constant Contact

ABOUT ME:

Heather CareySenior Manager Employee Success

[email protected]

@heathercarey

"Train people well enough so they can leave, treat them well enough so they don't want to”

-Richard Branson